2015-09-18T11:02:02-05:00 2014-12-31 271728945 O'CONNOR DAVIES LLP 555 HUDSON VALLEY AVENUE SUITE 106 NEW WINDSOR NY 12553 990 2014-01-01 141703185 HOSPICE OF ORANGE AND SULLIVAN COUNTIES INC HOSP 8455616111 800 STONY BROOK COURT NEWBURGH NY 12550 DAN GRADY CEO 8455616111 2015-09-18 1 GARRETT M HIGGINS P00543209 8452202400 2015-09-16 2014 2016-02-25 16:41:14Z DAN GRADY 800 STONY BROOK COURT NEWBURGH NY 12550 15074038 0 X HOSPICEOFORANGE.COM X 1988 NY THE PRINCIPAL PURPOSE OF THE ORGANIZATION IS TO PROVIDE HOSPICE SERVICES. 24 23 174 172 0 0 1280775 1138526 10608380 10096880 15118 244125 121722 -28185 12025995 11451346 0 0 0 0 6669837 6355613 0 0 160708 5825925 5147872 12495762 11503485 -469767 -52139 12771641 12463794 3007445 2848041 9764196 9615753 X HOSPICE OF ORANGE AND SULLIVAN COUNTIES, INC. PROVIDES PHYSICAL, EMOTIONAL AND SPIRITUAL CARE FOR PATIENTS WITH LIFE LIMITING DISEASES AND THEIR FAMILIES. HOSPICE SERVICES ARE COORDINATED THROUGH A TEAM OF PROFESSIONALS, WHICH INCLUDE NURSES, SOCIAL WORKERS, PHYSICIANS, HOSPICE AIDES AND VOLUNTEERS. 0 0 9549736 10096880 HOSPICE OF ORANGE & SULLIVAN COUNTIES, INC. PROVIDED 45,882 DAYS OF CARE TO 1,142 PATIENTS AND THEIR FAMILIES IN 2014. HOSPICE ALSO SERVED 161 PATIENTS FOR A TOTAL OF 3,035 DAYS AT THE KAPLAN FAMILY HOSPICE RESIDENCE. 9549736 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 86 1 174 1 0 0 0 0 0 1 1 0 0 0 0 X 24 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X JEANNE MALTES 8455616111 800 STONY BROOK COURT NEWBURGH NY 12550 GLEN L HELLER TREASURER 5.00 X X 0 0 0 HON ANTHONY T KANE CHAIRMAN 4.00 X X 0 0 0 HON JEFFERY G BERRY VICE CHAIRMAN 1.00 X X 0 0 0 RONALD BARTON IMMEDIATE PAST CHAIR 3.00 X X 0 0 0 SUE NAJORK SECRETARY 2.00 X X 0 0 0 A VINCENT MAZZIE DIRECTOR 5.00 X 0 0 0 BARBARA NARU DIRECTOR 5.00 X 0 0 0 THOMAS P SULLIVAN DIRECTOR 1.00 X 0 0 0 DR JOSEPH LAUTERSTEIN DIRECTOR 1.00 X 0 0 0 FRANK PHILLIPS DIRECTOR 1.00 X 0 0 0 IAN RIEGER DIRECTOR 1.00 X 0 0 0 JOAN P KAPLAN DIRECTOR 2.00 X 0 0 0 LEWIS KLUGMAN DIRECTOR 1.00 X 0 0 0 MARY BONURA DIRECTOR 5.00 X 0 0 0 WILLIAM RICHARDS DIRECTOR 2.00 X 0 0 0 JOSEPH V SMITH DIRECTOR 3.00 X 0 0 0 SR ANN SAKAC DIRECTOR 1.00 X 0 0 0 MYRIAM LOOR DIRECTOR 1.00 X 0 0 0 DANIEL BERKOWICZ DIRECTOR 2.00 X 0 0 0 ERIC MALDONADO DIRECTOR 1.00 X 0 0 0 ROBIN MARKS DIRECTOR 1.00 X 0 0 0 JOHN F RATH III DIRECTOR 1.00 X 0 0 0 PAUL HOFFNER DIRECTOR 1.00 X 0 0 0 DANIEL GRADY PRESIDENT & CEO 37.50 X X 162507 0 35811 GAIL BURTON VP & COO 37.50 X 125390 0 13994 287897 0 49805 2 0 1 0 ORANGE REGIONAL MEDICAL CENTER 75 CRYSTAL RUN ROAD STE G2 MIDDLETOWN NY 10941 PHYSICIAN SERVICES 277933 UNIDINE CORPORATION PO BOX 360639 PITTSBURGH PA 15251 FOOD SERVICE 162702 HUDSON VALLEY HOSPITAL PROGRAM PLLC 707 EAST MAIN STREET MIDDLETOWN NY 10940 PHYSICIAN SERVICES 152700 ST LUKE'S HOSPITAL 70 DUBOIS STREET NEWBURGH NY 12550 PHYSICIAN SERVICES 116005 BON SECOURS COMMUNITY HOSPITAL 160 E MAIN STREET PORT JERVIS NY 12771 PHYSICIAN SERVICES 105585 5 8711 256464 41762 831589 38050 1138526 HOSPICE SERVICES 623000 10096880 10096880 10096880 203180 203180 3529560 3488615 40945 40945 40945 39345 256464 108993 -69648 -69648 50650 25084 25566 25566 OTHER INCOME 900099 15897 15897 15897 11451346 10096880 0 215940 X 337702 124950 195867 16885 4927210 4120732 721597 84881 80395 67647 11388 1360 489776 414961 66732 8083 520530 420669 89842 10019 17057 17057 18000 18000 2363 2363 44264 44264 1721438 1690095 31343 50893 50893 414462 271459 109597 33406 6666 6666 155676 105060 50616 309234 288225 19554 1455 4555 4555 41564 24150 17414 257547 154528 103019 57780 57780 PHARMACY 868785 868785 MEDICAL EQUIPMENT AND S 541356 541356 NURSING HOME ROOM & BOA 276904 276904 REPAIRS AND MAINTENANCE 196166 114882 81284 163162 7553 150990 4619 11503485 9549736 1793041 160708 822 913 583189 892361 89000 361878 1280097 1094685 52108 172880 6702890 2171055 4779657 4531835 5983222 5405696 3546 3546 12771641 12463794 1797667 1628692 50000 50000 990992 870520 298829 168786 0 3007445 2848041 X 5358849 4934646 1162975 1438735 3242372 3242372 9764196 9615753 12771641 12463794 -52139 -96304 0 X X 0 1 X 1 0 X 716385 921031 1115846 1280775 1138526 5172563 10251112 10963596 11252574 10608380 10096880 53172542 10967497 11884627 12368420 11889155 11235406 58345105 50000 25887 111760 57220 552735 797602 0 50000 25887 111760 57220 552735 797602 57547503 225430 200637 199767 199409 203180 1028423 225430 200637 199767 199409 203180 1028423 46691 18601 163034 15897 244223 11192927 12131955 12586788 12251598 11454483 59617751 0.96530 0.97390 0.01730 0.01790 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2011 AMOUNT: $ 8,738. 2012 AMOUNT: $ 18,601. 2013 AMOUNT: $ 2,821. 2014 AMOUNT: $ 15,897. BAD DEBT RECOVERY - 2011 AMOUNT: $ 37,953. SETTLEMENT INCOME - 2013 AMOUNT: $ 151,244. REFUNDS - 2013 AMOUNT: $ 8,969. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 700 0 1 1663 2363 0 PART II-B, LINE 1: OTHER LOBBYING ACTIVITIES INCLUDE DUES PAID TO THE NATIONAL AND STATE HOSPICE AND PALLIATIVE CARE ASSOCIATIONS. IN ADDITION, THE CEO SPENT TIME IN WASHINGTON DC LOBBYING THE NATIONAL HOSPICE AND PALLIATIVE CARE ORGANIZATION TO SET THE 2014 PRIORITIES FOR THE PUBLIC POLICY INITIATIVE. 5948801 101456 498065 5552192 5152700 996101 200000 5948801 4783418 40000 439297 110015 5152700 4967375 197233 -310190 71000 4783418 4583588 22436 402209 5008233 0.23460 0.58400 0.18140 0 0 388933 388933 5322935 1364597 3958338 991022 806458 184564 4531835 X 11444855 -96304 134077 37773 11407082 44264 44264 11451346 11593298 134077 134077 11459221 44264 44264 11503485 PART V, LINE 4: HOSPICE MAINTAINS VARIOUS DONOR-RESTRICTED ENDOWMENT FUNDS AND BOARD DESIGNATED QUASI-ENDOWMENT FUNDS WHOSE PURPOSE IS TO PROVIDE LONG TERM SUPPORT FOR HOSPICE PROGRAMS. PART X, LINE 2: HOSPICE RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT HOSPICE HAS NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION AND/OR DISCLOSURE. HOSPICE IS NO LONGER SUBJECT TO EXAMINATIONS BY APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO DECEMBER 31, 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINES 8B & 9B 134,077. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES REPORTED ON PART VIII, LINES 8B & 9B 134,077. PART V, ENDOWMENTS DURING 2011, THE HOSPICE CORRECTED ERRORS IN THE CLASSIFICATION OF ITS NET ASSETS REPORTED AT DECEMBER 31, 2010. THESE ERRORS RESULTED IN A $40,858 PRIOR PERIOD ADJUSTMENT. GALA 156386 132841 23545 37430 3800 10717 GOLF OUTING 71075 55275 15800 14345 2031 4 68348 68348 40670 295809 256464 39345 14345 37430 3800 53418 108993 -69648 50650 25084 1 1.00000 50650 25084 25084 25566 NY 1 0 1 0 1.00000 GLORIA ALISANDRELLA 800 STONY BROOK COURT NEWBURGH NY 12550 0 JEANNE MALTES 0 JEANNE MALTES IS THE VICE PRESIDENT OF FINANCE. HER SELF AND A STAFF ACCOUNTANT REVIEW THE GAMING INFORMATION. X 0 X X X 0 0 0 0 0 0 0 0 0 DANIEL GRADY PRESIDENT & CEO 162507 0 0 0 0 0 3520 0 32291 0 198318 0 0 0 X AUCTION ITEMS 112 38050 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS ARE BEING REPORTED IN COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11 HOSPICE OF ORANGE AND SULLIVAN COUNTIES, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. WHEN THE FORM 990 HAS BEEN PREPARED, REVIEWED BY THE OUTSIDE ACCOUNTANTS AND IS READY TO BE FILED WITH THE INTERNAL REVENUE SERVICE, IT IS ELECTRONICALLY SENT TO THE VP OF FINANCE OF THE ORGANIZATION. ANY QUESTIONS OR CHANGES ARE PROVIDED TO THE OUTSIDE ACCOUNTANTS. A REVISED COPY OF THE FORM 990 IS THEN ELECTRONICALLY SENT TO THE TREASURER AND CHAIRMAN OF THE BOARD FOR REVIEW. AFTER THEIR REVIEW IS COMPLETE, A COPY IS PROVIDED ELECTRONICALLY OR BY MAIL TO THE BOARD MEMBERS, AND THE RETURN IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION'S CONFLICT OF INTEREST POLICY IS APPLICABLE TO ALL HOSPICE PERSONNEL, AS WELL AS MEMBERS OF THE GOVERNING BODY AND ADVISORY BOARDS. EACH MEMBER OF THE GOVERNING BODY IS REQUIRED TO SIGN AN ANNUAL DISCLOSURE STATEMENT WHICH STATES IF THEY BELIEVE THAT THEY HAVE AN ACTUAL OR POTENTIAL CONFLICT. IF A CONFLICT WERE TO ARISE DURING THE YEAR, THE STAFF MEMBER MUST MAKE THE PRESIDENT/CEO OF THE ORGANIZATION AWARE OF THE CONFLICT IN WRITING. THE PRESIDENT/CEO MAKES A DECISION ON HOW TO PROCEED WITH THE MATTER. IF A CONFLICT ARISES WITH A MEMBER OF THE GOVERNING BODY, HE/SHE IS OBLIGATED TO REPORT THE POTENTIAL CONFLICT TO THE GOVERNING BODY. THE GOVERNING BODY WILL RENDER A DECISION OF THAT MEMBER'S ELIGIBILITY TO BE PART OF THE VOTING, IF APPLICABLE. DISCLOSURES OF AN ACTUAL OR POTENTIAL CONFLICT AND THE GOVERNING BODY'S DECISION REGARDING VOTING WILL BE NOTED IN THE MINUTES OF THE MEETING. THIS PROCESS WAS LAST UNDERTAKEN IN 2014. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR THE ORGANIZATION'S CEO AND OTHER OFFICERS IS APPROVED BY THE BOARD AFTER AN INTERNAL REVIEW IS COMPLETED. THE ORGANIZATION USES THE FOLLOWING ITEMS TO HELP AID IN DETERMINING THE APPROPRIATE COMPENSATION: FORM 990S OF OTHER ORGANIZATION THAT ARE SIMILAR IN SIZE AND OPERATIONS, AND A COMPENSATION SURVEY OR STUDY. AFTER THE BOARD REVIEWS THIS INFORMATION, AN APPROPRIATE SALARY IS DETERMINED BY THE BOARD FOR THAT POSITION AND APPROVED. THE BOARD'S APPROVAL IS DOCUMENTED IN THE MINUTES TO THE MEETING. THIS PROCESS WAS LAST UNDERTAKEN IN 2012. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AND FORM 1023 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G CONSULTING: PROGRAM SERVICE EXPENSES 17,724. MANAGEMENT AND GENERAL EXPENSES 17,714. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 35,438. INPATIENT SERVICES: PROGRAM SERVICE EXPENSES 1,112,026. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,112,026. HOME HEALTH AIDES: PROGRAM SERVICE EXPENSES 45,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 45,996. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 30,840. MANAGEMENT AND GENERAL EXPENSES 13,629. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 44,469. MEDICAL SERVICES: PROGRAM SERVICE EXPENSES 483,509. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 483,509. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS DID NOT CHANGE FROM THE PRIOR YEAR.